Jennifer Richardson is a financial advisor with J.P. Morgan Securities in Nashville, TN, holding Series 63 and Series 65 licenses and four years of industry experience. She previously worked at Whittier Trust and Wells Fargo Private Bank before joining J.P. Morgan Securities and J.P. Morgan Chase Bank in 2021. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

W. Curzon is a CFP®-designated financial advisor with 34 years of industry experience, currently affiliated with LPL Financial in Little Rock, AR. Prior to LPL, Curzon spent over 16 years with Simmons First Investment Group, Inc., and continues to serve in roles related to investment services at Simmons Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, supported by model portfolios and research from LPL Research and third-party subadvisors.

Frank Bellar III is a financial advisor at Stifel with 16 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services before joining Stifel in 2020. Bellar serves on the advisory board of the East Tennessee Historical Society, providing guidance on the organization’s financial operations. Stifel serves a broad range of clients, including individuals, institutional entities, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support client planning and decision-making.

Jessica Harris is a financial advisor at RBC Capital Markets with three years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services and First Look Consulting. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s Advisory Risk Profile.

Patsy Bass is a financial advisor with Merrill in Nashville, TN, holding a Series 66 designation and 29 years of industry experience. She has been with Merrill Lynch since 1996. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Summers is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its process.

Jeremy Stephens is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 credential and has previously worked at Bank of America and Merrill. Outside of his advisory role, he serves as a trustee for irrevocable trusts. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Trenton Sipes is a financial advisor with Edward Jones in Goodlettsville, TN, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he serves as an Infantry Officer and State Level Operations Officer in the Tennessee Army National Guard. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a large nationwide network of advisors and offers a range of investment advisory programs and affiliated financial services.

Nathaniel Fredricks is a financial advisor with J.P. Morgan Securities in Nashville, TN, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Morgan Stanley and The Prudential Insurance Company of America. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting alongside affiliated brokerage and investment management capabilities.

Tammy Nevil is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Peyton Haley is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2019, with prior roles at TSSAA, Cat Financial, and the University of Tennessee. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning and consulting with various portfolio management styles supported by affiliated research and sub-advisers.

Michael Williams Glaser is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds the Series 66 designation and previously worked at SunTrust Advisory Services and Suntrust Investment Services, Inc. from 2014 to 2024. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s Advisory Risk Profile.

Heather Hickman is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 credentials. She has 24 years of industry experience and has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional advisory services.

Sara Hay is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 22 years of industry experience. Her previous firms include UBS Financial Services, Merrill, Macquarie, and B. Riley Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals and high-net-worth clients to corporations and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and is noted for its municipal advisor affiliation and specialized advisory programs.

Jay Cloud is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. He previously worked at GenSpring Family Offices, LLC for seven years before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee’s research.

Elizabeth Lo Grande is a financial advisor at OSAIC with 32 years of industry experience. She holds a Series 66 designation and previously worked for Lincoln Financial Securities Corporation and Lincoln Financial Advisors for 15 years. OSAIC serves a wide range of retail and institutional clients through an extensive network of affiliated advisors and offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment types.

Hubert Wootten III is a CFP® professional with 44 years of experience in the financial services industry. He has been with OSAIC since 2018 and previously worked at Signator Investors, Inc. for 16 years. Outside of his advisory role, Wootten serves as President Elect of The Exchange Club of Donelson-Hermitage, a national civic organization, and owns a sole proprietorship that boards and cares for horses. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a broad network of financial advisers. The firm employs various advanced tools and multiple advisory platforms to manage portfolios encompassing a wide range of asset types.

Jeffrey Bryan is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he directs all portfolio and investment management for Tellis Bryan Wealth Management. He provides customized risk and investment management strategies for a range of clients including institutions, charities, foundations, endowments, high net worth individuals, families, and legacy trusts. With more than 35 years of experience managing money for institutional and private wealth clients, Jeff has held significant roles such as Director and Senior Portfolio Manager with BlackRock for 11 years. Prior to that, he was a Senior Vice President and Senior Portfolio Manager with The Private Bank at Bank of America, managing over $5 billion in private wealth for some of the bank’s largest and most complex relationships. His expertise includes constructing and managing comprehensive investment and credit portfolios, managing risks related to highly concentrated and appreciated assets, and overseeing complex trust and estate planning strategies. Jeff holds degrees in Finance and Economics from the University of Missouri and has lectured extensively nationwide to professional investors and client groups. Outside of his professional endeavors, he has personal interests in fishing, hiking, and music.

Alec Mono is a CFP®-certified financial advisor at Robert Baird & Co. in Nashville, TN, with two years of industry experience. Prior to joining Baird in 2025, he worked at UBS Financial Services and The Investment Counsel Company. Outside of his advisory role, he coaches youth hockey at the Las Vegas Ice Center. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations using a variety of portfolio management strategies and financial planning services.

Richard Fowler is a Series 66-licensed financial advisor with Raymond James & Associates in Nashville, TN, bringing 24 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large firm overseeing approximately $501 billion in assets, serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers a range of financial planning and consulting services, with a non-discretionary approach that emphasizes tailored plans supported by proprietary research and multiple portfolio management styles.